WealthPLAN Partners’s Snap SNAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$592 | – | 1033 |
|
|
2023
Q2 | $592 | Hold |
50
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q1 | $561 | Buy |
+50
| New | +$561 | ﹤0.01% | 1242 |
|
|
2021
Q3 | – | Sell |
-5,556
| Closed | -$425K | – | 389 |
|
|
2021
Q2 | $425K | Buy |
5,556
+63
| +1% | +$4.82K | 0.03% | 251 |
|
|
2021
Q1 | $306K | Buy |
5,493
+35
| +0.6% | +$1.95K | 0.02% | 269 |
|
|
2020
Q4 | $318K | Hold |
5,458
| – | – | 0.03% | 259 |
|
|
2020
Q3 | $220K | Buy |
+5,458
| New | +$220K | 0.02% | 287 |
|
|
2017
Q2 | – | Sell |
-965
| Closed | -$20K | – | 383 |
|
|
2017
Q1 | $20K | Buy |
+965
| New | +$20K | 0.07% | 188 |
|